Aldrich Wealth
Financial Services
Lake Oswego, Oregon, United States
48 employees
- Employees
- 48
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Aldrich Wealth Overview
- Headquarters
- Lake Oswego, Oregon, United States
- Phone Number
- Available in AeroLeads
- Website
- wealthadvisors.com
- Industry
- Financial Services
- Employees
- 48
- Founded
- 1998
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Aldrich Wealth
We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $6 billion in assets under management.
Aldrich Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Aldrich Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Diana Burrows | Client Services Manager, Corporate | San Diego, California, United States |
Email
Phone
|
| Luan Dollens | Chief Compliance Officer | Damascus, Oregon, United States |
Email
Phone
|
| Cindy Gatlin, Cdfa | Collaborative Wealth Director - Sdbj | San Diego Metropolitan Area, United States |
View
|
| Casey Mckillip, Mba, Cpfa, Aif® | Lead Retirement Plan Consultant | Aurora, Oregon, United States |
Email
|
Employees by Management Level
Senior / Lead
4 profiles
Executive
3 profiles
Associate / junior
3 profiles
Director
2 profiles
Manager
2 profiles
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 4 | 4 | 3 |
| Sales | 3 | 3 | 2 |
| General | 3 | 3 | 0 |
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